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AI
Live/Pending
NON-FINAL ACTION - MAILED

final action

on 19 Sep 2024

Last Applicant/ Owned by

450 Townsend Street

San Francisco

CA

94107

Serial Number

98427694 filed on 29th Feb 2024

Registration Number

N/A

Correspondent Address

Laura J. Winston

Laura J. Winston Offit Kurman, P.A.

Offit Kurman, P.A.

New York, NY 10022

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

AI

Platform as a service (PaaS) and software as a service (SaaS) featuring computer software platforms for investment and finance reporting, financial news aggregation, providing financial indices, compilation of financial data and market information, providing information for evaluation of ESG (environmental, social, governance) focused investment opportunities, financial data analysis and appraisal Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Platform as a service (PaaS) and software as a service (SaaS) featuring computer software platforms for investment and finance reporting, financial news aggregation, providing financial indices, compilation of financial data and market information, providing information for evaluation of ESG (environmental, social, governance) focused investment opportunities, financial data analysis and appraisal data, investment and financial risk assessment, asset management and wealth management; providing temporary use of on-line non-downloadable software and applications using artificial intelligence for investment and finance reporting, financial news aggregation, providing financial indices, compilation of financial data and market information, providing information for evaluation of ESG (environmental, social, governance) focused investment opportunities, financial data analysis and appraisal data, investment and financial risk assessment, asset management and wealth management


First Use Date in General

20th Apr 2023

First Use Date in Commerce

20th Apr 2023

Class [036]
Insurance & Financial Services


Financial data analysis; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Providing an Internet website portal featuring financial appraisal data for financial institutions; Investment risk assessment services; financial risk assessment services; financial asset management; Financial services, namely, wealth management services


First Use Date in General

20th Apr 2023

First Use Date in Commerce

20th Apr 2023

Class [035]
Advertising, Business & Retail Services


Preparation of reports relating to finance and investments; Providing financial indices based on selected groups of securities; Providing and updating financial indices of securities values and classification, analysis, and reporting thereof; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing a financial index in the nature of quantitative measurements to help investors and analysts evaluate ESG (environmental, social, governance) focused investment opportunities


First Use Date in General

20th Apr 2023

First Use Date in Commerce

20th Apr 2023

Mark Details


Serial Number

No 98427694

Mark Type

No Service Mark

Attorney Docket Number

No 5400086.0004

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
19th Sep 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
19th Sep 2024NON-FINAL ACTION E-MAILED
19th Sep 2024NON-FINAL ACTION WRITTEN
17th Sep 2024ASSIGNED TO EXAMINER
18th Jul 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07th Mar 2024TEAS VOLUNTARY AMENDMENT RECEIVED
29th Feb 2024NEW APPLICATION ENTERED